“As Kanaly sees itself as a firm that listens to clients and advises them on innovative ways they can meet their investment goals, we believe that incorporating alternative investment strategies into a portfolio can improve returns and hedge risks associated with today’s elevated stock and bond prices,” said James Shelton, Chief Investment Officer of Kanaly. “The partnership will provide clients with an experienced sub-advisor on alternatives, and specialized managers who are broadly diversified to seek to deliver compounded growth.”

“Meritage firmly believes that a tailored hedge fund allocation is an integral component to a well-diversified portfolio for individuals and institutions,” said Joe Wade, Chief Investment Officer of Meritage. “We are enthusiastic in extending our relationship with a highly experienced wealth management advisor like Kanaly in offering alternative investment solutions to clients.”